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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Overview Fund Activity

105 hedge funds and large institutions have $718M invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
36
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$202M
2
Jane Street
2
Jane Street
New York
$31.6M
3
AT
3
Arden Trust
Delaware
$9.93M
4
BFA
4
BlackRock Fund Advisors
California
$137M
5
MA
5
MUFG Americas
New York
$14.7M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$423K
2
Goldman Sachs
2
Goldman Sachs
New York
$14.2M
3
AssetMark Inc
3
AssetMark Inc
California
$15M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$4.26M +$148K +2,600 +4%
BCI
27
Brinker Capital Investments
Pennsylvania
$3.96M -$114 -2 -0%
JIR
28
James Investment Research
Ohio
$3.48M -$79.7K -1,400 -2%
ACM
29
Ashford Capital Management
Delaware
$2.77M +$1.41M +24,814 +104%
Franklin Resources
30
Franklin Resources
California
$2.58M +$2.58M +45,404 New
Nomura Asset Management
31
Nomura Asset Management
Japan
$2.47M +$1.72M +30,200 +229%
BAC
32
Boys Arnold & Co
North Carolina
$2.33M -$172K -3,018 -7%
CCA
33
Checchi Capital Advisers
California
$2.24M -$50.5K -888 -2%
CFP
34
Cornerstone Financial Partners
North Carolina
$1.8M +$907K +15,954 +102%
BA
35
Boston Advisors
Massachusetts
$1.78M +$141K +2,484 +9%
Lazard Asset Management
36
Lazard Asset Management
New York
$1.64M -$1.64M – –
MML Investors Services
37
MML Investors Services
Massachusetts
$1.42M -$108K -1,902 -7%
SIA
38
SeaBridge Investment Advisors
New Jersey
$1.41M +$19.4K +340 +1%
William Blair & Company
39
William Blair & Company
Illinois
$1.4M – – –
CCM
40
Canal Capital Management
Virginia
$1.33M +$6.26K +110 +0.5%
AG
41
Advisor Group
Arizona
$1.27M -$1.03K -18 -0.1%
HIIFS
42
Harel Insurance Investments & Financial Services
Israel
$1.26M -$1.37M – –
BCM
43
Bluefin Capital Management
New York
$1.23M -$2.31M -40,532 -65%
TNBTD
44
Trustmark National Bank Trust Department
Mississippi
$1.16M +$255K +4,480 +28%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.07M +$5.92K +104 +0.6%
Stifel Financial
46
Stifel Financial
Missouri
$949K +$949K +16,676 New
WA
47
Waverly Advisors
Alabama
$922K +$922K +16,200 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$850K +$148K +2,606 +21%
SG Americas Securities
49
SG Americas Securities
New York
$789K – – –
US Bancorp
50
US Bancorp
Minnesota
$692K +$584K +10,256 +540%
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